Group stay review

Submit a dated room request and record the independent decision on its current revision.

Step by step

Prepare group stay Relationship Owner

Relationship Owner links a draft inquiry to the selected opportunity and operating organization.
- Draft request linked to opportunity
- Updates Group stay inquiries, Opportunities, Organizations
Submit group stay Relationship Owner

The owner enters arrival, departure, room nights and venue, then moves Draft to Submitted.
- Draft → Submitted with stay evidence
- Updates Group stay inquiries, Operation receipts
Review group stay Sales Manager

Sales Manager checks the current revision and approves or rejects the request, or returns it for correction with a reason.
- Submitted → Approved or Rejected; decision under parent opportunity
- Updates Group stay inquiries, Review decisions, Opportunities
ApprovalA person approves before the work moves on.
Correct returned scope Relationship Owner

The owner changes the request and submits the revised case for another review. The earlier decision remains under the parent opportunity, identified by its operation key and source revision.
- Revised request returned for decision
- Updates Group stay inquiries, Review decisions
Complete approved request Relationship Owner

The owner moves Approved to Completed through a guarded action and checks the receipt against the parent opportunity.
- Approved → Completed with receipt
- Updates Group stay inquiries, Operation receipts

And how to keep it from happening.

A request is submitted without a usable arrival, departure, room night or venue.
A decision from an older inquiry revision is treated as approval of changed dates.
An approved sales request is mistaken for confirmed room inventory.
An action is replayed with a different operation key and appears to complete twice.

Start free, then use Proto to change fields, steps and approvals before your team goes live.